BREAKING: 🚨 🇨🇳 MEMORY PRICES COULD COLLAPSE AS CHINA FLOODS THE MARKET WITH CHEAP DRAM AND NAND.
One number tells the story.
CXMT memory reportedly sells for around $150.
The global average is $300 to $400.
China's two champions are ramping hard.
CXMT holds 7.7% of the DRAM market.
YMTC already holds 11–13% of NAND.
CXMT's revenue exploded 719% in a single quarter, swinging from losses to massive profit.
And Western brands are defecting
Corsair already ships CXMT chips.
HP and Dell are qualifying them.
Acer and Asus are telling suppliers to find Chinese memory.